See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,122 | $54,229-57.4% | $70,092-67.0% | $68,494-66.2% |
| Participation rate | 71.4% | 64.5%+6.9pp | 70.5%+1.0pp | 67.9%+3.5pp |
| Annual return | -19.10% | -13.87%-5.2pp | 190.73%-209.8pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,466 | $2,018-27.4% | $2,559-42.7% | $2,596-43.6% |
| Participant deferral / active EE | $3,881 | $2,956+31.3% | $3,849+0.8% | $4,027-3.6% |
| Admin fee / account holder | $612 | $4,694-87.0% | $6,267-90.2% | $5,403-88.7% |